| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| LPL Financial Holdings Inc. | Principal Accounting Officer | Common Stock | 2,214 | $837,387 | $378.24 | 25 Feb 2026 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| LPLA | LPL Financial Holdings Inc. | 25 Feb 2026 | 3 | -$67,516 | 4 | Principal Accounting Officer | 27 Feb 2026, 17:14 |
| LPLA | LPL Financial Holdings Inc. | 09 Sep 2025 | 1 | -$19,038 | 4 | Principal Accounting Officer | 11 Sep 2025, 18:30 |
| LPLA | LPL Financial Holdings Inc. | 28 Feb 2025 | 0 | $0 | 3 | Principal Accounting Officer | 10 Mar 2025, 16:05 |